MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.82M
3
+$9.37M
4
MRVL icon
Marvell Technology
MRVL
+$7.72M
5
PLTR icon
Palantir
PLTR
+$7.43M

Top Sells

1
+$17.3M
2
+$9.76M
3
+$6.71M
4
DKNG icon
DraftKings
DKNG
+$4.96M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.79M

Sector Composition

1 Technology 20.63%
2 Financials 8.87%
3 Consumer Discretionary 5.84%
4 Industrials 4.91%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVA icon
326
DaVita
DVA
$9.15B
$923K 0.04%
6,476
-705
ETB
327
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$443M
$919K 0.04%
63,635
+6,339
FHLC icon
328
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$907K 0.04%
14,182
+1,442
FLRN icon
329
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.7B
$897K 0.04%
29,106
+98
MO icon
330
Altria Group
MO
$109B
$893K 0.04%
15,283
+374
AOA icon
331
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.64B
$888K 0.04%
+10,652
ASML icon
332
ASML
ASML
$402B
$872K 0.04%
1,089
+98
JNK icon
333
SPDR Bloomberg High Yield Bond ETF
JNK
$8.2B
$861K 0.04%
8,847
-10,723
CL icon
334
Colgate-Palmolive
CL
$63.4B
$854K 0.04%
9,396
-386
FDIS icon
335
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.91B
$847K 0.04%
8,999
-361
IXUS icon
336
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$836K 0.04%
10,819
-22
PPG icon
337
PPG Industries
PPG
$23.4B
$835K 0.04%
7,341
-324
SPMB icon
338
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.46B
$834K 0.04%
37,746
-984
CM icon
339
Canadian Imperial Bank of Commerce
CM
$75.8B
$832K 0.04%
11,752
-4
ADP icon
340
Automatic Data Processing
ADP
$114B
$831K 0.04%
2,693
-29
VTIP icon
341
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$827K 0.04%
16,451
+2,585
ESGU icon
342
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$819K 0.04%
6,052
-13
APP icon
343
Applovin
APP
$199B
$818K 0.03%
2,337
+737
FCOM icon
344
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
$817K 0.03%
12,599
+128
FI icon
345
Fiserv
FI
$67.4B
$815K 0.03%
4,728
-56
XLB icon
346
Materials Select Sector SPDR Fund
XLB
$5.5B
$813K 0.03%
9,266
+1
ECL icon
347
Ecolab
ECL
$78B
$812K 0.03%
3,015
+30
BP icon
348
BP
BP
$89.7B
$812K 0.03%
27,136
-1,610
F icon
349
Ford
F
$49.1B
$812K 0.03%
74,853
-5,517
FIDU icon
350
Fidelity MSCI Industrials Index ETF
FIDU
$1.55B
$809K 0.03%
10,436
-455
12 13
14
15 16